Institutional Ownership Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO). We have compiled data on the 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
84,601
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
83,285
shares
|
$2.01 Million
2.77% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
82,882
shares
|
$2 Million
0.84% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
82,312
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
81,727
shares
|
$1.97 Million
2.51% of portfolio
|
Q4 2023
Reduced 19.69%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
81,219
shares
|
$1.96 Million
0.23% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
78,640
shares
|
$1.9 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
76,602
shares
|
$1.85 Million
1.77% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,519
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
76,146
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
72,696
shares
|
$1.75 Million
0.18% of portfolio
|
Q3 2024
Added 110.4%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
71,824
shares
|
$1.73 Million
1.68% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
71,551
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
68,384
shares
|
$1.65 Million
3.45% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
64,022
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
63,778
shares
|
$1.54 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
63,499
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
62,017
shares
|
$1.5 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
61,872
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
59,192
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 771.37%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
58,762
shares
|
$1.42 Million
0.8% of portfolio
|
Q3 2024
Reduced 42.52%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
57,765
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
57,372
shares
|
$1.38 Million
2.94% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
55,581
shares
|
$1.34 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
55,580
shares
|
$1.34 Million
0.45% of portfolio
|
Q3 2024
Added 50.46%
|